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AI due-diligence market map

Teardown of the AI due-diligence market: six segments, feature-by-feature defensibility, and what actually survives.

Status
explored
Role
Solo: framed the question and directed a multi-agent research sweep
Timeline
Jul 2026 →
  • Claude Code (research workflow)

TL;DR

  • After running Concord live, I asked the obvious question: does this already exist? I directed a multi-agent research sweep to find out.
  • It split the field into six segments and scored every Concord feature against them.
  • Most features came back commoditised. Two survived, and the top recommendation became the next thing I built.

The sweep

The segments: PE-diligence software, legal AI moving into diligence, data-room incumbents, Big 4 advisory, frontier labs and hyperscalers, and open source. For each Concord feature, the sweep asked who already ships it and how hard it would be to copy.

What came back

  • Commoditised: multi-model routing, bring-your-own-key desktop apps, house playbooks and devil’s-advocate review.
  • Survived: a blocking tie-out that checks every cited quote against the source document and produces a per-run score, and per-finding cross-vendor challenge that preserves dissent instead of averaging it away.
  • Top recommendation: a public adversarial benchmark. I built it next; it isn’t published yet.

Honest notes

The sweep ran after Concord was built, not before, and it recommended repositioning around the two surviving pieces rather than stopping. The question and the follow-through were mine; the research itself was agent-generated at my request.

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